Strategic Small-Business Banking Relationship Manager

BMO; Madison (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Wisconsin seeks a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients, build a pipeline of new business, and expand market share. You will apply consultative sales, analyze financial statements, cross-sell banking products, and deliver responsive service while adhering to risk and governance standards.

Salary range reflects market and location.

Qualifications

• 4-6 years of relevant experience in commercial banking is typical.
• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of business banking products and lending processes.
• Proven sales and service capabilities with clients.
• Excellent verbal and written communication and collaboration skills.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business and expand existing relationships.
• Identifies opportunities, cross-sells products, and refers to colleagues as appropriate.
• Develops and maintains a business plan and strategy to achieve retention and growth objectives.
• Analyzes data, monitors performance, and ensures risk governance and policy adherence.

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Wisconsin seeks a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients, build a pipeline of new business, and expand market share. You will apply consultative sales, analyze financial statements, cross-sell banking products, and deliver responsive service while adhering to risk and governance standards.

Salary range reflects market and location.